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CWIEX vs ERBCX
CWIEX vs ERBCX Comparison
Open Charts CWIEX vs ERBCX
American Funds Capital World Gr&Inc 529E
Price$72.39
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
Eaton Vance Equity Strategy C
Price$19.40
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets633.99M
CWIEX vs ERBCX Comparison Chart in %
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CWIEX vs. ERBCX commentary
Aug 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIEX is a StrongBuy and ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. ERBCX (634M). CWIEX pays higher dividends than ERBCX: CWIEX (1.25) vs ERBCX (0.00). CWIEX was incepted earlier than ERBCX: CWIEX (24 years) vs ERBCX (15 years). ERBCX (2.05) is less costly to investors than CWIEX (1.00). ERBCX is a more actively managed with annual turnover of: 35.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBCX: CWIEX (250) vs ERBCX (1000). CWIEX annual gain was more profitable for investors over the last year : 9.31 vs. ERBCX (6.07). CWIEX return over 5 years is better than : 45.53 vs. ERBCX (11.77).
| CWIEX | ERBCX | CWIEX / ERBCX | |
| Total Expense Ratio | 1.00 | 2.05 | 49% |
| Annual Report Gross Expense Ratio | 1.00 | 2.05 | 49% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 15.375 | 9.610 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.31 | 6.07 | 153% |
| Returns for 3 years | 48.39 | 19.17 | 252% |
| Returns for 5 years | 45.53 | 11.77 | 387% |
| Returns for 10 years | 90.77 | 41.58 | 218% |
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